Total Wealth Planning
For over 25 years, Total Wealth Planning has been serving clients throughout Greater Cincinnati and the United States. At Total Wealth Planning, they believe in delivering extraordinary, personalized service. They are both morally and legally bound to place clients’ interests first. They listen to their clients' goals and use their real-life experience and expert advice to deliver an extra-mile client experience. They are here to guide you through life transitions—every step of the way—helping you reach your financial goals.
- Investing Services: Total Wealth Planning’s investment process is based upon Nobel Prize winning academic research and the analysis of two renowned economists, Harry Markowitz and William Sharpe. Their research has produced what is known as Modern Portfolio Theory (MPT) and is the foundation for the portfolio management that Total Wealth Planning has delivered to clients for over 25 years. Rather than chasing last year’s best performing investments, or speculating on the future performance of a limited number of securities, MPT focuses on managing the risk of the portfolio by diversifying across multiple asset classes.
- Financial planning: Their certified financial planners (CFP®s) work with you to determine current and future goals. Total Wealth Planning doesn’t stop there. They develop a comprehensive financial plan, providing a step-by-step guide to help you achieve them. Then they go the extra mile, Total Wealth Planning will closely monitor your progress along the way, making any necessary adjustments.
- Business planning: As owners themselves, they speak your language. Total Wealth Planning offers other business owners first-hand experience and knowledge. As family business owners and senior professional advisors, they also understand potential family conflict and business planning issues.
Past/Current Involvement with the Goering Center:
Total Wealth Planning joined while they were in the process of G1 to G2 succession planning. Since then they have attended a number of educational events and expert panels.
Special Offer for Goering Center Core Members:
It’s easy to get comfortable with what you are doing. Sometimes, a second opinion can be life changing. Total Wealth Planning would be happy to provide a no obligation, no pressure second opinion on the “completeness” of the financial advice that Goering Center Core Members are getting today.
Primary Individual Contact
4665 Cornell Rd, Suite 160
Cincinnati, OH 45241
Year Company/Firm Founded: 1989